Seeking Alpha·Jul 28, 2026
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2026 Earnings Call TranscriptGrupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2026 Earnings Call Transcript
OMAB's investment thesis centers on its high-margin concession model, evidenced by a TTM gross margin of 70.1% and operating margin of 56.0%, which continues to generate robust cash flows despite revenue growth cooling to 5.9% TTM. The company's disciplined co...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 2.6% YoY in 2026Q2, yet operating margin remained robust at 53.5%, reflecting strong pricing power and cost discipline.
OMAB's trailing and forward P/E ratios indicate robust financial health and growth potential.
OMA manages 13 airports in Mexico's Central and Northern region, positioning it for regional economic growth.
Analysts and investors have published bullish theses on OMAB, highlighting its growth prospects.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $1.74+3.0% vs $1.69 | $256M+12.6% vs $227M |
Q2 2026 Apr 27, 2026 | $1.41-5.4% vs $1.49 | $219M+9.7% vs $200M |
Q1 2026 Feb 24, 2026 | $1.40-15.2% vs $1.65 | $239M-6.4% vs $255M |
Q1 2026 Feb 23, 2026 | $1.40-15.2% vs $1.65 | $236M-7.4% vs $255M |
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2026 Earnings Call Transcript
Grupo Aeroportuario del Centro Norte NASDAQ: OMAB reported second-quarter 2026 passenger traffic of 7.2 million, up 0.4% from a year earlier, as growth in domestic travel offset a decline in international traffic. The airport operator said adjusted EBITDA rose 6.2% to MXN 2.7 billion, while consolidated net income increased 10.2% to MXN 1.5 billion.
Benchmark OMAB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $101.30 | $4.89B | 16.06 | 5.91% | 33.46% | 48.63% | 5.21% | |
| $207.41 | $10.77B | 18.38 | 21.45% | 32.86% | 39.94% | — | |
| $7.90 | $226.58M | -16.46 | 17.32% | -5.42% | -4.27% | — | |
| $34.30 | $16.16B | 14.82 | 9.86% | 23.23% | 22.02% | — | |
| $110.72 | $35.94B | 10.83 | 3.52% | 5.56% | 22.5% | — | |
| $81.75 | $53.76B | 10.67 | 2.79% | 5.79% | 19.33% | — |
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) stock FAQ — growth, dividends, profitability & financials explained
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) reported $16.33B in revenue for fiscal year 2025. This represents a 1045% increase from $1.43B in 2005.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) grew revenue by 5.9% over the past year. This is steady growth.
Yes, Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) is profitable, generating $5.42B in net income for fiscal year 2025 (33.5% net margin).
Yes, Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) pays a dividend with a yield of 5.21%. This makes it attractive for income-focused investors.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) has a return on equity (ROE) of 48.6%. This is excellent, indicating efficient use of shareholder capital.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) generated $4.99B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
